1. Purchasing Card Training

2. DSU Purchasing Cards The DSU Purchasing Card program is set up so that purchase cards default to the 710570 expense account (Supplies-Purchasing Card). It is the Account Manager’s responsibility to review the purchases made on the cards assigned to him/her weekly. Each new purchase must be reviewed and the FOAPAL account updated to reflect the correct expense code for the purchase. If you cannot find a FOAPAL description that fits the purchase please call the purchasing office for instructions. Do not leave it in the default account.

3. P-Card Account Codes Accoun t TitleCategoryUses 710010Advertising Miscellaneou s Advertising 710020Awards/Gifts/Floral Miscellaneou s Awards, gifts and floral arrangements. Gifts and awards have to meet the guidelines of the gift policy 710040 Dues and Membership Expenses Miscellaneou s University related associations and membership dues 710030Luncheons/Meals Miscellaneou s Luncheons and receptions. Where food is purchased at grocery stores No restaurants Electronic ServicesServicesOnline Services/Access Fees (Not Software) 710110Copying CostsPrintingPhotocopy costs both on and off campus 710120Printing Printing costs 710450Rental of EquipmentRentEquipment rental 710050Books and PublicationsSuppliesPrinted catalogs, books and journal publications 710150Computer SoftwareSuppliesComputer software 710051 Electronic Books and Publications Supplies Electronic catalogs, books and journal publications 710060MagazinesSuppliesMagazines and magazine subscriptions 710070NewspaperSuppliesNewspapers and newspaper subscriptions 710310Professional ServicesServices Services to repair or maintain equipment or facilities 710320Oxygen and GasesSuppliesBottled oxygen and other gases 710340Scenery and PropsSuppliesMaterials for scenery and props 710550Supplies Instructional and Other Supplies not listed elsewhere 710560Office Equipment/FurnishingsSuppliesEquipment and Furnishings 710650Uniforms and Wearing ApparelSuppliesUniforms and wearing apparel and other clothing 710360Water CoolersSuppliesWater for office water coolers 710730Postage and Mailing Miscellaneou s Postage and mailing

4. Signing on to INB Banner Select Faculty & Staff then Banner Links

5. Click on “Connect to Banner (PROD)” Select any of the Banner Production System Links

6. User Login Screen Type in your Username and Password. (Given to you by IT.) When this warning comes up click “Don’t Block”.

7. Main Menu Type in FAICARD or FAAINVT

8. FAICARD The FAICARD screen is used to view cardholder total amount and number of transactions that have not yet been fed. It also shows the lag days (Number of days the Account Manager has to make changes.) *No changes can be made on the FAICARD screen. Type in cardholder’s ID # then press F8

9. FAAINVT Enter or search for cardholder’s ID# or Ctrl + Page Down (Next Block). Leave Type set to “Not Fed Transactions”. Ctrl + Page Down or Next block 2-3 times to get to Accounting Information.

10. FAAINVT

11. Accounting Information Ctrl + Page Down or Next block change the description to what was purchased then Ctrl + Page Down or Next block and change the account code & save by clicking the disk or F10.

12. Accounting Information

13. Important Notes You can split transactions by amount or percentage on the Accounting Information screen. If you need help or training on splitting transactions, please contact Scott Jensen ext. 4603. On a weekly basis, the prior transactions will be automatically processed, “fed”, and the new transactions from the prior week will be posted for review. Once a transaction has “fed”, changes can only be made through an expenditure transfer form, available here → P- Card.P- Card Each Account Manager should automatically receive an email to notify them that there are new transactions that need to be reviewed.

14. The End